account_balance
Investment manager · 13F filer · SEC CIK 1739953
Windsor Advisory Group, LLC
Reported value$138Mas of Jun 30, 2026
Positions97 30 new, 15 sold out
Top 10 weight64.2%WOR alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WORWorthington Enterprises, Inc.
15.2%Trimmed −15%
PAYXPaychex Inc
15.1%
NVDANVIDIA Corp
5.7%Added +208%
IVViShares Tr
5.3%
SCHXSchwab Strategic Tr
4.8%
WSWorthington Steel, Inc.
4.8%Trimmed −29%
Berkshire Hathaway Inc
SCHFSchwab Strategic Tr
3.7%
VTVanguard Intl Equity Index F
3.1%Added +6%
BRK-BBerkshire Hathaway Inc
2.7%
AAPLApple Inc.
2.3%Added +72%
EMLPFirst Tr Exchange-Traded Fd
2.1%
WORWorthington Enterprises, Inc.
15.2%Trimmed −15%
PAYXPaychex Inc
15.1%
NVDANVIDIA Corp
5.7%
IVViShares Tr
5.3%
SCHXSchwab Strategic Tr
4.8%
WSWorthington Steel, Inc.
4.8%−29%
SCHF3.7%
VT3.1%
BRK-BAAPL2.3%EMLP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WOR Worthington Enterprises, Inc. 15.2% Trimmed −15%PAYX Paychex Inc 15.1% HeldNVDA NVIDIA Corp 5.7% Added +208%
IVV iShares Tr 5.3% Held
SCHX Schwab Strategic Tr 4.8% Held
WS Worthington Steel, Inc. 4.8% Trimmed −29%Berkshire Hathaway Inc 3.8% Held
SCHF Schwab Strategic Tr 3.7% Held
VT Vanguard Intl Equity Index F 3.1% Added +6%
BRK-B Berkshire Hathaway Inc 2.7% HeldAAPL Apple Inc. 2.3% Added +72%EMLP First Tr Exchange-Traded Fd 2.1% Held
What changed
Biggest moves since Mar 31, 2026
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